Delete a process

How to delete a process

To delete a process in Tallyfy, follow these simple steps:

1. Open the Tracker view from the sidebar.

2. Add a new filter to show Archived processes.

3. Find the archived process you want to delete and click on Delete.

Remember, only archived processes can be deleted. Need help with archiving a process? Check out this article. Happy deleting! 😄

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Organize Processes > Archive and unarchive processes

Light role members can access the Tracker view to archive or unarchive processes by using the three-dot menu, with archived processes being removable from active view without permanent deletion.

Edit Processes > Edit tasks and process properties

Tallyfy offers comprehensive process editing capabilities allowing users to modify various aspects like owners, tags, notes, and other details through the Settings button in the active process view.

Processes > Edit processes

Users can flexibly modify running processes by adding tasks, editing task properties, changing names, and managing process lifecycle through archiving or deletion options.

Tracker View > Manage and track my processes

Tallyfy’s cloud-based dashboard enables efficient process tracking with sorting options, progress statuses, and detailed process cards for comprehensive workflow management.